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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,623 | $87,733-54.8% | $106,555-62.8% | $85,847-53.8% |
| Participation rate | 72.4% | 71.9%+0.5pp | 76.1%-3.7pp | 69.3%+3.1pp |
| Annual return | 11.37% | 21.86%-10.5pp | 26.80%-15.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,932 | $2,073-6.8% | $2,819-31.5% | $2,565-24.7% |
| Participant deferral / active EE | $3,693 | $3,469+6.4% | $4,399-16.1% | $3,952-6.6% |
| Admin fee / account holder | $4,935 | $6,767-27.1% | $7,408-33.4% | $6,261-21.2% |